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Stock market news and analysis, with explanations of company developments, earnings and the forces moving share prices. Start with Market Education if you are new to investing. Find your way around ECMSource.

Reddit Q1 2026: Revenue Jumps 69%, AI Data Bet Pays Off

September 12, 2026May 2, 2026 by Bruno
Reddit Q1 2026: Revenue Jumps 69%, AI Data Bet Pays Off

Reddit posted $663M in Q1 2026 revenue — up 69% YoY — with ad revenue surging 74% and EPS hitting $1.01. The platform’s AI data edge is real and accelerating.

Categories Stock Market Tags AI data licensing, RDDT stock, reddit earnings, social media stocks, stock market

GameStop’s eBay Bid: Can a $9B War Chest Fund a $46B Deal?

September 12, 2026May 2, 2026 by Bruno
GameStop’s eBay Bid: Can a $9B War Chest Fund a $46B Deal?

GameStop is reportedly preparing a bid for eBay. With eBay worth $46B and GME holding $9B in cash, we break down the capital markets math behind Ryan Cohen’s boldest move yet.

Categories Stock Market Tags capital markets, gamestop ebay acquisition, gme stock, leveraged buyout, meme stock m&a, ryan cohen strategy

Apple Q2 2026: $111B Revenue, iPhone 17 Demand Breaks Records

September 12, 2026May 2, 2026 by Bruno
Apple Q2 2026: $111B Revenue, iPhone 17 Demand Breaks Records

Apple beat Q2 2026 estimates with $111.2B revenue (+17% YoY), EPS of $2.01 (+22%), a China upside of $1.6B above consensus, and a new $100B buyback authorization.

Categories Stock Market Tags AAPL stock, apple earnings, iPhone 17, services revenue, stock buyback, stock market

Twilio Surges 24% as Q1 Revenue Jumps 20%, AI Voice Ramps

September 12, 2026May 2, 2026 by Bruno
Twilio Surges 24% as Q1 Revenue Jumps 20%, AI Voice Ramps

Twilio stock climbed nearly 24% after Q1 2026 revenue grew 20% year-over-year to $1.4 billion, with GAAP profitability surging and full-year guidance raised.

Categories Stock Market Tags ai communications, cloud software earnings, stock market, twilio earnings, twlo stock

Paramount Skydance’s $110B Warner Bros. Bet Nears Closing

September 12, 2026May 1, 2026 by Bruno
Paramount Skydance’s $110B Warner Bros. Bet Nears Closing

WBD shareholders approved Paramount Skydance’s $110B takeover. EU regulators lean yes; FCC weighs foreign ownership stakes in CBS and CNN.

Categories Stock Market Tags capital markets, FCC foreign ownership, media m&a 2026, paramount skydance acquisition, warner bros discovery merger, wbd stock

Atlassian Jumps 24% on Q3 Earnings Blowout and AI Momentum

September 12, 2026May 1, 2026 by Bruno
Atlassian Jumps 24% on Q3 Earnings Blowout and AI Momentum

Atlassian stock surged 24% after Q3 FY2026 results crushed estimates — revenue hit $1.79B (+32% YoY), non-GAAP EPS of $1.75 beat by 34%, and Rovo AI credits grew 20%+ monthly.

Categories Stock Market Tags atlassian earnings, cloud software, enterprise software, rovo ai, stock market, TEAM stock

Merck Raises 2026 Guidance After Q1 Revenue Beat, Despite $9B Deal Charge

September 12, 2026May 1, 2026 by Bruno
Merck Raises 2026 Guidance After Q1 Revenue Beat, Despite $9B Deal Charge

Merck Q1 2026: $16.3B revenue beat, guidance raised. A $9B acquisition charge drove a GAAP loss, but Winrevair growth signals strong underlying fundamentals.

Categories Stock Market Tags drug stocks Q1 2026, keytruda, merck earnings, MRK stock, pharmaceutical stocks, stock market

Eli Lilly Q1 2026: Revenue Surges 56% as GLP-1 Boom Deepens

September 12, 2026April 30, 2026 by Bruno
Eli Lilly Q1 2026: Revenue Surges 56% as GLP-1 Boom Deepens

Eli Lilly beat Q1 2026 estimates with $19.8B revenue (+56%), EPS of $8.26 (+170%), driven by Mounjaro, Zepbound, and newly launched oral pill Foundayo.

Categories Stock Market Tags eli lilly earnings, glp-1 drugs, mounjaro zepbound, obesity drug, pharmaceutical stocks, stock market

NXP Semiconductors Jumps 26% on Best Day Since 2010 IPO

September 12, 2026April 30, 2026 by Bruno
NXP Semiconductors Jumps 26% on Best Day Since 2010 IPO

NXP Semiconductors surged 26% — its best day since listing in 2010 — as Q1 earnings beat estimates and Q2 guidance of up to $3.55B signaled a chip recovery led by auto and AI.

Categories Stock Market Tags automotive chips, chip stocks earnings, earnings season, nxp semiconductors, semiconductor stocks, stock market

Big Tech Q1 2026: AI Era Arrives With $430B Revenue Sweep

September 12, 2026April 30, 2026 by Bruno
Big Tech Q1 2026: AI Era Arrives With $430B Revenue Sweep

Meta, Alphabet, Amazon, and Microsoft posted Q1 2026 earnings beats this week—combined revenues hit $430 billion as AI investments begin delivering measurable results across the board.

Categories Stock Market Tags ai infrastructure spending, amazon aws, big tech earnings, google cloud earnings, meta q1 2026, stock market
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